Mortgage Protection Consultant

We help people protect, invest and plan for their future—regardless of their financial standing. Our company was founded more than 80 years ago by credit union leaders, who were looking for an insurance and investment partner they could trust. For generations, we’ve helped credit unions, businesses, and hardworking Americans build financial security

This position is responsible for using CUNA Mutual Group’s Lender Development Program (LDP) process and tactics to help Credit Union mortgage lenders implement and sell the CUNA Mutual Group mortgage protection product. This role facilitates all learning solutions related to the mortgage protection product and will also provide ongoing coaching of credit union mortgage lenders and management teams. Training, coaching, relationship building and communications are done with credit unions through face-to-face or virtual channels.

* Drive B2C participation results for CUNA Mutual Group’s mortgage protection product using applicable aspects of the Lender Development Program in all assigned mortgage protection accounts * Effectively drive the sales assessment and proposal process for all new sales, working closely with account teams; monitor the post-sales activities to ensure success implementations. * Facilitate all applicable learning solutions of the mortgage protection learning, including elements of the Lender Development Program * Ensure that monthly risk, performance, and revenue discussions take place with Credit Union mortgage management and staff * Support and coach Credit Union mortgage branch management and staff on a continual basis focusing on implementation of the sales tactics and principles which ensure achievement of Credit Union mortgage protection objectives * Provide insight and review Credit Union’s sales incentive plans to support the success of the mortgage protection product * Strengthen Credit Union management commitment and assist with implementing rewards and recognition programs * Build and nurture collaborative partnerships with credit union management and front line mortgage lending staff; leverage the use of field staff to provide additional lending solution assistance as needed * Ensure sound financial management of assigned territory and resources to ensure a favorable return on dollars invested in credit union and account team training; create and utilize reports measuring the effectiveness of training * Maintain knowledge on emerging Mortgage marketplace trends in the financial services industry

* Bachelor’s degree or equivalent trade-off in related professional work experience * 5 or more years of experience in mortgage operations, mortgage sales, or related position * Thorough knowledge of mortgage products and services, mortgage insurance programs, operations and regulations; knowledge of credit union movement and credit union operations preferred * Strong selling, motivational, and influencing skills with demonstrated knowledge and understanding of financial services related products and overall financial services operations. * Demonstrated effective analytical, problem solving, organization, and planning skills * Ability to effectively communicate in a virtual channel with strong influencing and persuasion skills, at both the customer and internal levels * Proven ability to train and coach credit union staff, and to develop and execute behavioral action plans * Excellent interpersonal, verbal, and written consultative and public speaking skills. * Ability to prioritize and develop action plans to maximize results. Demonstrated skill in delivering training to adult learners (minimum two years or equivalent experience) * Ability to travel with overnight stays, up to 75% of the time * Life and Health and Property and Casualty Insurance licenses within 90 days of employment in this position